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Display Multiple Benchmarks in Performance Reports

  • February 21, 2023
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Advisors entitled to generate performance reports will be able to select up to 2 benchmarks (blended and default benchmarks included). 

 

Benchmark Dropdown

 

 

Benchmarks selected will be visible throughout the report dependent on the sections advisors include for the report. (examples below) 

 

Portfolio Overview

 

 

Portfolio Activity Summary

 

Multi-Period Performance Graphs

 

Details related to each benchmark will can be found within the legal disclaimers sections.

 

Legal Disclaimers

 

 

 

 

 

 

 

 

 

 

 

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